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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
26.9%
1-Year Est. Return
Jim Simons
Renaissance Technologies
32.8%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
Live Disclosures
Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 6,148 funds (~69%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
5426
Virtus Family Office
El Paso,
Texas
| $131M | +$4.39M | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
5427
First Financial Group
Raleigh,
North Carolina
| $131M | -$7.48M | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
5428
Haven Capital Group
Westlake Village,
California
| $131M | +$6.31M | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
5429
Index Technologies Group
New York
| $131M | +$5.74M | +5% | 0.63% | – | 339 | 30.68% | 0.4 |
|
5430
City Center Advisors LLC
Troy,
Michigan
| $131M | +$7.28M | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
5431
Kennon-Green & Company
New Albany,
Ohio
| $131M | +$2.28M | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
5432
JHP Wealth Management
Centennial,
Colorado
| $130M | +$8.4M | +7% | 0% | – | 43 | 18.6% | 0.6 |
|
5433
Roxbury Financial
Mount Arlington,
New Jersey
| $130M | +$3.89M | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
5434
Paller Financial Services
Centennial,
Colorado
| $130M | -$3.46M | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
5435
Troutman Wealth Management
Malvern,
Pennsylvania
| $130M | +$308K | +0.2% | 1.83% | – | 38 | 0% | 0.7 |
|
5436
Benchmark Financial
Wilmington,
Delaware
| $130M | +$7.48M | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
5437
Greenline Wealth Management
Boca Raton,
Florida
| $130M | +$8.46M | +7% | 0.2% | – | 158 | 29.75% | 0.5 |
|
5438
Farley Capital
New York
| $130M | +$2.72M | +2% | 9.31% | 116% | 16 | 18.75% | 6.7 |
|
5439
Walsh & Associates
Sarasota,
Florida
| $130M | +$7.69M | +6% | 0.73% | – | 265 | 9.06% | 0.7 |
|
5440
Freestate Advisors
Overland Park,
Kansas
| $130M | -$3.88M | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
5441
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| $130M | +$335K | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
5442
O'Domhnaill Enterprises
Cody,
Wyoming
| $130M | +$4.72M | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
5443
Aldebaran Financial
| $130M | +$6.66M | +5% | 5.88% | 115% | 90 | 12.22% | 5.7 |
|
5444
Grand Central Investment Group
Tampa,
Florida
| $130M | +$10.2M | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|
5445
M Wealth Management LLC
San Diego,
California
| $130M | +$2.38M | +2% | 0.76% | – | 61 | 6.56% | 1.3 |
|
5446
Ramiah Investment Group
Brookfield,
Wisconsin
| $130M | -$1.32M | -1% | 0.38% | 62.2% | 91 | 29.67% | 2.3 |
|
5447
EDMP Inc
Lutz,
Florida
| $130M | +$5.31M | +4% | 1.73% | 78% | 75 | 8% | 4.3 |
|
5448
KW Wealth Management
Sacramento,
California
| $130M | – | – | 4.06% | – | 79 | – | 0.9 |
|
5449
Tandem Investment Partners
Bordentown,
New Jersey
| $129M | -$337K | -0.3% | 1.56% | – | 77 | 2.6% | 1.5 |
|
5450
Ativo Capital Management
Chicago,
Illinois
| $129M | -$1.21M | -0.9% | 0.18% | 63.2% | 61 | 18.03% | 2.1 |
|